SageView Advisory Group’s Schwab Fundamental International Small Company Index ETF FNDC Stock Holding History

SageView Advisory Group’s Portfolio FNDC Stock Details FNDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$441K	Buy	9,090 +29	+0.3%	+$1.43K	0.01%	393
2026 Q1	$420K	Sell	9,061 -135	-1%	-$6.4K	0.02%	392
2025 Q4	$410K	Sell	9,196 -795	-8%	-$35.3K	0.01%	401
2025 Q3	$445K	Sell	9,991 -142	-1%	-$6.17K	0.02%	410
2025 Q2	$430K	Buy	10,133 +145	+1%	+$5.62K	0.02%	403
2025 Q1	$362K	Sell	9,988 -114	-1%	-$4.06K	0.02%	417
2024 Q4	$345K	Buy	10,102 +41	+0.4%	+$1.47K	0.01%	417
2024 Q3	$384K	Buy	10,061 +67	+0.7%	+$2.43K	0.02%	341
2024 Q2	$347K	Buy	+9,994	New	+$352K	0.02%	403
2024 Q1	–	Sell	-9,994	Closed	-$340K	–	591
2023 Q4	$340K	Buy	9,994 +204	+2%	+$6.63K	0.01%	474
2023 Q3	$315K	Hold	9,790	–	–	0.02%	413
2023 Q2	$325K	Sell	9,790 -783	-7%	-$26.2K	0.02%	429
2023 Q1	$350K	Sell	10,573 -263	-2%	-$8.63K	0.02%	360
2022 Q4	$339K	Buy	+10,836	New	+$322K	0.03%	306

Other funds holding FNDC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

KLI

Kelman-Lazarov Inc Memphis, Tennessee $763M AUM 17.15% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SageView Advisory Group's FNDC Position: Q2 2026 in Review

SageView Advisory Group increased its Schwab Fundamental International Small Company Index ETF (FNDC) stake by 0.32% in Q2 2026, buying an estimated $1.43K and bringing the position to 9,090 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #393.

SageView Advisory Group first reported a position in FNDC in Q4 2022 and has held it in 14 quarters since. The position peaked at $445K in Q3 2025. 307 funds tracked by Wall St. Rank hold FNDC as of Q2 2026.

SageView Advisory Group held 9,090 shares of Schwab Fundamental International Small Company Index ETF worth $441K as of Q2 2026.
SageView Advisory Group bought 29 Schwab Fundamental International Small Company Index ETF shares in Q2 2026, an estimated $1.43K.
Schwab Fundamental International Small Company Index ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #393 holding.
SageView Advisory Group first reported a position in Schwab Fundamental International Small Company Index ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's Schwab Fundamental International Small Company Index ETF position peaked at $445K in Q3 2025.
307 funds tracked by Wall St. Rank held Schwab Fundamental International Small Company Index ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.